Capability Description
What this is: The master skill for business insight scenarios, integrating thematic analysis, insight generation, alert false-positive handling, and analysis quality control, providing financial analysts and finance BPs with a complete insight production capability from data to decision recommendations.
What problem it solves: When users need to conduct thematic analysis (revenue growth/cost optimization/market analysis), generate business insights, handle analysis alert false positives, or evaluate insight quality, invoke this skill to obtain a complete analysis and insight solution.
Boundaries: Does not involve specific business execution; focuses on analysis framework design and insight generation quality control.
Trigger Conditions
Invoke this skill when any of the following scenarios is met:
- The user mentions "business insight", "thematic analysis", "revenue analysis", "cost optimization"
- The user mentions "business recommendations", "the story behind the numbers", "data insights"
- The user requests "analyze XXX", "generate insights", "provide recommendations"
Examples
→ Example: The user says "Help me analyze the reasons for this month's revenue decline, focusing on the customer dimension and product dimension"; the system should invoke this skill and enter the thematic analysis path.
→ Example: The user says "There is procurement data analysis for a supplier, and an anomaly was found that requires in-depth investigation"; the system should invoke this skill and enter the insight generation path.
→ Example: The user says "The cost analysis alert given last time was later found to be a false positive and the logic needs to be corrected"; the system should invoke this skill and enter the false-positive handling path.
Input
□ 场景类型：[专题分析/洞察生成/误报处理/质量评估]
□ 分析主题：[描述]
□ 数据范围：[YYYY-MM 至 YYYY-MM]
□ 业务优先级：[高/中/低]
□ 已获取信息：[描述]
Atomic Capability Invocation Order
路径一：专题分析
Step 1 → [专题数据提取]（topic-data-extraction）
→ 输出：分析数据集
Step 2 → [洞察生成]（insight-generation）
→ 输出：洞察列表
Step 3 → [洞察验证]（insight-validation）
→ 输出：验证报告
Step 4 → [洞察建议转化]（insight-recommendation）
→ 输出：可执行建议
Step 5 → 汇总输出专题分析报告
路径二：洞察误报处理
Step 1 → [洞察误报识别]（insight-false-positive）
→ 输出：误报确认
Step 2 → [洞察验证]（insight-validation）
→ 输出：重新验证
Step 3 → [洞察更新]（insight-update）
→ 输出：更新后洞察
Step 4 → 汇总输出误报处理报告
Output Format
商业洞察分析报告
====================
【分析概览】
□ 分析主题：[主题]
□ 分析期间：[YYYY-MM 至 YYYY-MM]
□ 关键指标：[X] 个
□ 数据置信度：[✅ 高 / ⚠️ 中 / 🔴 低]
【核心洞察】
| # | 洞察描述 | 置信度 | 业务影响 | 可执行性 |
|---|---|---|---|---|
| 1 | [描述] | ✅/⚠️/🔴 | 高/中/低 | 高/中/低 |
| 2 | [描述] | ✅/⚠️/🔴 | 高/中/低 | 高/中/低 |
【建议行动】
□ [建议1] — 预期效果 [描述] — 责任人 [X]
□ [建议2] — 预期效果 [描述] — 责任人 [X]
【业务对齐确认】
□ 业务负责人确认：[✅ 是 / ⚠️ 待确认]
□ 确认人：[姓名]
□ 确认时间：[YYYY-MM-DD]
【误报处理】（如有）
□ 误报洞察：[描述]
□ 误报原因：[描述]
□ 修正后洞察：[描述]
Escalation Conditions
Escalation is required when any of the following conditions is met:
- Major business risk insight → Escalate immediately to CFO
- Analysis conclusions conflict with management judgment → CEO decision
- Fundamental problems in the analysis methodology → CFO approval of a new framework
Atomic Skill List
| Atomic Skill | Purpose |
|---|---|
| topic-data-extraction | Thematic data extraction |
| insight-generation | Insight generation |
| insight-validation | Insight validation |
| insight-recommendation | Insight recommendation conversion |
| insight-false-positive | Insight false-positive identification and handling |
| insight-update | Insight update |
Finance Skills — business-insight master skill